Independence Advisors, LLC - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 893 filers reported holding VANGUARD MUN BD FDS in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2020$6,179,000
-0.4%
113,507
-1.0%
1.33%
-6.7%
Q2 2020$6,205,000
-4.8%
114,618
-7.0%
1.42%
-21.0%
Q1 2020$6,519,000
-54.9%
123,238
-54.4%
1.80%
+3.1%
Q4 2019$14,456,000
+96.8%
269,994
+97.0%
1.74%
-2.5%
Q3 2019$7,347,000
+5.0%
137,028
+4.0%
1.79%
-0.2%
Q2 2019$6,995,000
-1.8%
131,811
-3.5%
1.79%
-10.4%
Q1 2019$7,121,000
+2.4%
136,545
+0.2%
2.00%
-13.4%
Q4 2018$6,955,000
+2.5%
136,244
+1.5%
2.31%
+14.5%
Q3 2018$6,783,000
-9.4%
134,283
-8.5%
2.02%
-15.6%
Q2 2018$7,485,000
-42.8%
146,823
-42.9%
2.39%
+10.9%
Q1 2018$13,076,000
+68.4%
257,288
+71.2%
2.16%
-17.7%
Q4 2017$7,767,000
-1.6%
150,314
-1.6%
2.62%
+66.7%
Q3 2017$7,892,000
+4.3%
152,758
+3.6%
1.57%
+4.5%
Q2 2017$7,568,000
+5.6%
147,472
+4.2%
1.50%
+0.3%
Q1 2017$7,164,000
+3.3%
141,462
+2.5%
1.50%
-1.6%
Q4 2016$6,934,000137,9461.53%
Other shareholders
VANGUARD MUN BD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,405,554$76,518,00021.30%
Leonard Rickey Investment Advisors P.L.L.C. 516,986$28,145,00017.61%
LWS Wealth Advisors, Inc. 379,156$20,641,00010.14%
SCS Capital Management LLC 8,206,023$446,736,0009.17%
Wealthfront Advisers LLC 19,870,697$1,081,761,0007.73%
RIVERSEDGE ADVISORS, LLC 245,779$13,380,0007.08%
First Ascent Asset Management, LLC 212,283$11,557,0006.27%
STEPH & CO 115,583$6,292,0005.88%
RWA WEALTH PARTNERS, LLC 969,147$52,760,0005.55%
Quaker Wealth Management, LLC 187,904$10,230,0005.50%
View complete list of VANGUARD MUN BD FDS shareholders